Mid-American Wealth Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mid-American Wealth Advisory Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,344	Closed	-$32.8K	–	270
2025 Q2	$32.8K	Buy	+1,344	New	+$30.4K	0.02%	96
2022 Q1	–	Sell	-485,496	Closed	-$9.21M	–	77
2021 Q4	$9.21M	Buy	+485,496	New	+$8.97M	7.4%	1

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Mid-American Wealth Advisory Group's SCHX Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 1,344 shares — an estimated $32.8K sold.

Mid-American Wealth Advisory Group first reported a position in SCHX in Q4 2021 and held it in 2 quarters. The position peaked at $9.21M in Q4 2021. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 1,344 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $32.8K.
Mid-American Wealth Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 2 quarters.
Mid-American Wealth Advisory Group's Schwab US Large- Cap ETF position peaked at $9.21M in Q4 2021.
1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.